Wealth Management

Cooper Associates Ltd is authorised and regulated by the Financial Service Authority and our permissions allow us to advise on and arrange mortgages and non-investment insurance contracts.

If you are seeking advice in other financial matters, namely investments and pensions, please contact our sister company, Cooper Associates Wealth Management Ltd, on 01823 273880 or visit www.cooperassociateswm.com

Cooper Associates Wealth Management Ltd

Cooper Associates Wealth Management Ltd is an appointed representative of the St James’s Place Partnership. St James’s Place has built a reputation as one of the UK’s most prestigious specialist wealth management organisations.

Cooper Associates Wealth Management Ltd specialises in delivering advice to people who wish to achieve or maintain financial security. Advice is offered in the following areas:-

• Pensions
• Investments
• Portfolio Management
• Trust and Estate Planning